Home → Integrations / Bolt-Ons → Rubi Outlook Plugin (Classic) → Overview

1.1. Overview

The Rubi Outlook Plugin enables Windows Users to link their Microsoft Outlook account directly to RubiCRM.

This guide relates to the Outlook Classic (only) software. This plugin is not compatible with the new version of Outlook.

Once activated, the plugin will enable you to:

• Log sent or received emails as interactions directly within Outlook
• View member/customer details (including recent interactions) directly within Outlook
• Create new contact records directly within Outlook

 

Knowledge Tags

Outlook  /  Plugin  /  Email Interaction  /